Unleash the Power of Relationships Through Customer Culture

All of us want to outperform the competition and be the best in our industry but what does that truly take? In this presentation from the 2012 Wealth Advisor Forum, you will learn a unique seven step process to help you not only surpass the competition in terms of service but create a customer-centric culture that enables you to provide an unparalleled client experience. The steps themselves are straightforward but their execution is not. The timing, combination and sequence of their implementation are what elevates a company from another competitor to a market leader.